- Go to the Wave Accounting Set Up Page: https://my.waveapps.com/login/
- Click on Sign Up Now at the bottom
3. Enter email and password and click get started
4. Enter your name, business name and business description from the pull down menu.
5. Select Manage Your Accounting
6. Select the options shown below
7. Select these options
8. Verify your email
9. Select Banking on the Left and then Select Connected Accounts
10. Select only the banks that hold your bank and credit card information. Log in using Plaid or whatever system they use to connect your business accounts. Use the default option to have bank records pulled from as long as possible.
11. On the Dashboard screen, scroll down until you see the below. Click on “Invite a Guest Collaborator”
12. Enter Christopher Noble and info@nobletaxhelp.com. Position is accountant. Role is Admin. Click invite user.
